can updates to line items include photos?

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I have an audit that is conducted and I'm trying to figure a way to automatically send follow up requests to ensure the item is addressed.

Based on a closure date, can I send some "form" or something that asks them to provide closure notes, date it was closed and photo evidence?

Not really sure if this can be done. I know with the forms, attachments can be put in there, but this would not be a form, but a notification from the sheet itself to track closure of findings.


Thoughts ???

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Tammy Luther

    I hope you're well and safe!

    You could use Update Requests.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    SMARTSHEET EXPERT CONSULTANT & PARTNER

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  • Tammy Luther
    Tammy Luther ✭✭✭✭
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    TY - do I just put in the note to add a photo? Guess I'm not sure how best to communicate that.

    So the get a notification asking to provide an update for the line item.

    How do the add a photo? is there a way to drag and drop?

    I am hoping to be pretty simple as I am working with folks not english speaking (irish, german, spanish, etc)

    So simple directions for updates would help for success.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Tammy Luther

    Happy to help!

    Yes, you could add instructions to the Message area.

    • On mobile, they would click on "Upload Files" and on iPhone, they can select from the Picture Library, Take a photo or select a file.
    • On a Mac, it opens up to selecting files.

    Would that work?

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.